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Current Employers
Planmember Securities Corporation

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2001-07-31
  • CA RA
    APPROVED
    Since 2001-07-31

Branch Locations

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Santa Barbara, CA • United States

6267 Carpinteria Avenue, Carpinteria, CA 93013 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Platinum Insurance Marketing Santa Barbara CA 01/1993 Present
Healthscript Solutions, Inc. Santa Barbara CA 11/2019 11/2023
Mba Fund, Llc Santa Barbara CA 08/2017 02/2026
Mba4 Fund Llc Santa Barbara CA 10/2021 02/2026
Mba5 Fund Llc Santa Barbara CA 05/2023 02/2026
Mba6 Fund, Llc Santa Barbara CA 02/2025 02/2026
Medivest Pi Holdco General Partnership Santa Barbara CA 01/2026 02/2026
  • 01/1993 → Present
    Platinum Insurance Marketing
    Santa Barbara, CA
  • 11/2019 → 11/2023
    Healthscript Solutions, Inc.
    Santa Barbara, CA
  • 08/2017 → 02/2026
    Mba Fund, Llc
    Santa Barbara, CA
  • 10/2021 → 02/2026
    Mba4 Fund Llc
    Santa Barbara, CA
  • 05/2023 → 02/2026
    Mba5 Fund Llc
    Santa Barbara, CA
  • 02/2025 → 02/2026
    Mba6 Fund, Llc
    Santa Barbara, CA
  • 01/2026 → 02/2026
    Medivest Pi Holdco General Partnership
    Santa Barbara, CA
Other Businesses

1). PLATINUM INSURANCE MARKETING (PIM)WILL MARKET STRUCTURED SETTLEMENT PRODUCTS SECTION IRC 130 TO STRUCTURES SETTLEMENT; 8 EAST ARRELLAGA SANTA BARBARA, CA 93101; AGENT;9/28/2010 2 HRS/MONTH 2 HRS/MONTH DURING TRADING IR 2). PLATINUM INSURANCE SERVICES,INC ,403 B MARKETING 681 Cowles Rd, SANTA BARBARA CA 93108;START DATE 8/18/93 CEO, MARKETING TO AGENTS,50% OWNER1 HRS/MONTH DEVOTED TO BUSINESS COMP ANN. 100000.00; 80 HRS/MONTH 80 HRS/MONTH DURING TRADING; IR ;5)HEALTHMED SOLUTIONS, INC; 681 Cowles Rd, SANTA BARBARA CA 93108; START DATE: 3/17/2011;PHARMACY BENEFIT ADMINISTRATOR AND DURABLE MEDICAL EQUIPMENT RESELLER;PRESIDENT;50% OWNER;15 HRS/MONTH DEVOTED TO BUSINESS;15 HRS/MONTH DURING TRADING HOURS; IR

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-01-12
  • S63 Uniform Securities Agent State Law Examination
    1993-01-12

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